Overview
Once a Review is published, you can push the advice document and its supporting documents straight to the client in myprosperity. From there, your client can access them in their Documents section.
Before you start
The Review must be Published. Export Content isn't available while a Review is in Draft. To publish, go to the Presentation step, select Publish, then Confirm.
myprosperity must be connected to your workspace. If it isn't, you can connect it from within the export window — see Connect myprosperity below.
⚠️ Important: Publishing finalises and locks the Review for presentation. Make sure your content is complete before you confirm.
🏅 Tip: Before exporting, open the Presentation step and check the Attachments tab. The Supporting Documents listed there are what will be sent alongside the advice document. Use Add Attachment if anything is missing.
Export to myprosperity
Select Reviews in the top navigation and open a review with a Published status.
Select the vertical ellipsis ⋮ in the top-right corner of the review header.
Select Export Content.
Under Export to App, select myprosperity.
Search for and select your client.
Select Export.
The advice document and supporting documents are pushed to the selected client in myprosperity. You'll receive a notification under the bell icon (top right) once the export has succeeded.